建筑与工程点评：核聚变再迎突破，关注相关工程企业

Investment Rating - The report maintains a "Positive" investment rating for the construction and engineering sector [8]. Core Insights - The nuclear power and fusion sectors are experiencing multiple catalysts that have driven recent market gains, with a focus on companies like China Nuclear Engineering and Liebherr for investment opportunities [11]. - Significant developments in nuclear fusion technology include the successful performance testing of the TF magnet by Commonwealth Fusion Systems, which received an $8 million grant from the U.S. Department of Energy, marking a milestone in fusion development [11]. - The demand for electricity is expected to rise due to advancements in AI technology, positioning nuclear power as a stable energy source to meet this growing demand [11]. - China Nuclear Engineering has signed new contracts worth 55.144 billion yuan in nuclear power projects for 2024, reflecting a year-on-year growth of 43.61% [11]. - Liebherr, a high-tech enterprise, has secured a contract worth 226 million yuan for modular construction in nuclear power projects, showcasing the application of modular technology in the industry [11]. Summary by Sections Market Performance - The report highlights a significant increase in Hong Kong nuclear power stocks, with China Nuclear International rising by 22.4% and China General Nuclear Power Mining increasing by 7.82% [6]. Future Outlook - The upcoming 30th IAEA Fusion Energy Conference in Chengdu aims to promote global collaboration in fusion energy research and development [11].